WealthPLAN Partners’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,237
| Closed | -$15.6K | – | 299 |
|
|
2024
Q2 | $15.6K | Hold |
2,237
| – | – | ﹤0.01% | 295 |
|
|
2024
Q1 | $27.3K | Hold |
2,237
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $23K | Hold |
2,237
| – | – | ﹤0.01% | 317 |
|
|
2023
Q3 | $17.8K | Sell |
2,237
-28
| -1% | -$223 | ﹤0.01% | 313 |
|
|
2023
Q2 | $20.4K | Sell |
2,265
-300
| -12% | -$2.71K | ﹤0.01% | 671 |
|
|
2023
Q1 | $26.5K | Hold |
2,565
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $30K | Buy |
+2,565
| New | +$30K | ﹤0.01% | 389 |
|
|
2022
Q1 | $207K | Buy |
6,019
+10
| +0.2% | +$344 | 0.01% | 366 |
|
|
2021
Q4 | $219K | Sell |
6,009
-957
| -14% | -$34.9K | 0.01% | 354 |
|
|
2021
Q3 | $253K | Sell |
6,966
-824
| -11% | -$29.9K | 0.02% | 332 |
|
|
2021
Q2 | $293K | Sell |
7,790
-5,137
| -40% | -$193K | 0.02% | 293 |
|
|
2021
Q1 | $420K | Sell |
12,927
-291
| -2% | -$9.46K | 0.03% | 238 |
|
|
2020
Q4 | $498K | Buy |
+13,218
| New | +$498K | 0.04% | 214 |
|